🔧Task Templates

Make templates that you can reuse when creating new tasks

Overview

Templates allow you to streamline and speed up creating tasks, that managers can select easily.

Note: Templates are especially helpful when you have a recurring process that you keep creating tasks for ex. grants, funding, payroll

Create templates for various repeating processes & tasks

Create a Task Template

Step 1: Go to your Space/Project Settings menu via ⚙️ and click on Templates. Then, under Task Templates, click on New Template.

Go to Templates under space/project Settings and click New Template

Step 2: You will see a pop-up where you can fill in the template name, and also description prompts you would like contributors to fill out as part of this template.

A pop-up will appear to be filled in

Step 3: After filling in the details click on Save Template.

Update the task details and click Save Template

Repeat the process for each template needed

Use a Template for your Tasks

Step 1: Click + to create a new task

Create a new task

Step 2: In the pop-up that appears, click on Template in the top-left corner and select the template you would like to use

Select the relevant template

Step 3: You will now see the template details pre-filled in your task. Update the title (if needed), fill in the remaining details, and then click Create.

Template content & settings pre-filled in the task

Final task with updates to the template!

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